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iShares MBS ETF
MBB

Overview Fund Activity

672 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 278 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.73%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.17%
New
55
Increased
278
Reduced
253
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M

Top Buyers

1
Jane Street
Jane Street
New York
+$628M
2
Bank of America
Bank of America
North Carolina
+$198M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.1M
5
Goldman Sachs
Goldman Sachs
New York
+$79.2M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$560M
2
Citadel Advisors
Citadel Advisors
Florida
-$460M
3
ERSOT
Employees Retirement System of Texas
Texas
-$74M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$61.8M
5
MAM
Madison Asset Management
Wisconsin
-$58.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
551
Greenwich Wealth Management
Connecticut
$225K +$10.4K +96 +5%
JCM
552
Jag Capital Management
Missouri
$225K +$20.3K +187 +10%
ODIJL
553
One Day In July LLC
Vermont
$224K – – –
AFP
554
Ausdal Financial Partners
Iowa
$221K +$12.6K +117 +6%
AWM
555
Altium Wealth Management
New York
$218K +$3.9K +36 +2%
MGIA
556
Moneta Group Investment Advisors
Missouri
$216K -$13.5K -125 -6%
RCM
557
Requisite Capital Management
Texas
$216K – – –
LJAC
558
L.J. Altfest & Co
New York
$213K -$2.74M -25,261 -93%
SCP
559
Silverleafe Capital Partners
Tennessee
$213K -$4.23K -39 -2%
SHGA
560
Sand Hill Global Advisors
California
$213K – – –
EWMCB
561
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$212K -$36K -333 -15%
EIP
562
Ellis Investment Partners
Pennsylvania
$207K +$29.6K +275 +17%
TA
563
TrueWealth Advisors
Alabama
$204K +$204K +1,883 New
APP
564
Avantax Planning Partners
Iowa
$202K +$202K +1,868 New
AWA
565
Artemis Wealth Advisors
New York
$201K -$29.9K -276 -13%
FFA
566
First Foundation Advisors
California
$201K +$201K +1,855 New
GSEP
567
Golden State Equity Partners
California
$200K -$1.21M -11,201 -86%
TFGT
568
TS Financial Group (TSFG)
Illinois
$197K +$108 +1 +0.1%
SWM
569
Sugarloaf Wealth Management
Georgia
$196K +$151K +1,395 +338%
PWMG
570
Prestige Wealth Management Group
New Jersey
$189K -$133K -1,233 -41%
PGWM
571
Parisi Gray Wealth Management
New Jersey
$186K +$186K +1,722 New
AII
572
AGF Investments Inc
Ontario, Canada
$176K -$18K -166 -9%
WT
573
Whittier Trust
California
$176K – – –
HCP
574
Hexagon Capital Partners
Arkansas
$175K +$5.4K +50 +3%
Kayne Anderson Rudnick Investment Management
575
Kayne Anderson Rudnick Investment Management
California
$174K +$756 +7 +0.4%
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